DocMan Document Manager

Uploading PDFs and documents

There are two steps to putting a link to a PDF onto a page - uploading the file onto your server, and then putting a link into the page. The process to upload the file has a few steps in it that might seem strange, but they are there for reasons.

  1. Log into your website
  2. In the Components menu, choose Docman > Files
  3. Press the Upload button on the top right hand side of the screen
  4. Select "Upload a file from your computer" then Next
  5. Browse to the PDF that you want to upload, select the file and then press submit or ok or next (depending on your operating system)
  6. "Make a new document entry from this file"
  7. Under Ädd Document, Give the file a name, choose a thumbnail picture if desired, nominate a category (this is where it will be saved into), insert a description and then press "Save" in the top right hand corner
  8. Ensure the ticks under the "Published" and "Approved" columns next to your new upload are ticked green. If not, click on them to change them to green
  9. The next step is to insert a link into the page, as outlined below
Inserting a PDF link onto a page in the text editor

Firstly, ensure that you have uploaded the PDF onto your server in DocMan. If not, please follow that process first.

When you have created the file in DocMan:

  1. Log in to your website
  2. Go to the page that you want to put the link to the PDF on to
  3. Put the mouse curser where you want to be and then press the Docman Link button - this has the workd LINK in it, and when you have your mouse over it the tooltip text says "Insert DocMan document"
  4. Under Folders, click on the category where you have saved the PDF file into
  5. In the middle box, click on the category where you put the file
  6. In the Title bar (at the top) type in what you want the link to be, for example "April 08 Newsletter"
  7. Press on Insert
  8. Save the page (top right hand corner)
Replacing a PDF or document

You can swap a PDF file for a newer version without having to change links to the file. This is very handy.

  1. Log in to your website
  2. Components > DocMan > Files
  3. This shows a list of all of the files that you have uploaded. Find the file you would like to swap, then press on the "Update" icon in the furthest right hand column
  4. Press Browse, and find the new file, and then follow the prompts to save the file
  5. When you have finished, go to the page where there is a link to the file and refresh the page, then download the PDF to confirm that the new version is in there